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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,794 | $183,539-1.0% | $155,556+16.9% | $145,897+24.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.82% | 61.31%-53.5pp | 64.84%-57.0pp | 552.29%-544.5pp |
| Employer contribution / active EE | $2,791 | $5,315-47.5% | $4,675-40.3% | $4,663-40.2% |
| Participant deferral / active EE | $15,500 | $6,467+139.7% | $5,631+175.3% | $6,689+131.7% |
| Admin fee / account holder | $5,161 | $19,275-73.2% | $15,885-67.5% | $13,390-61.5% |